Born and raised in Vancouver, Michael graduated from the University of Western Ontario in 1997, with a B.A. in Finance and Economics.
With over 13 years of experience at ZLC Financial Group, Michael specializes in life & living benefits insurance, estate planning, charitable giving, and wealth management, providing customized insurance solutions and disciplined investment strategies to both individual and corporate clients.
Michael holds the Certified Financial Planner (CFP) and Certified Health Insurance Specialist (CHS) designations, and is currently working towards his Chartered Life Underwriter (CLU) designation.
Michael’s past community involvement includes sitting on the Planned Giving Advisory Committee for the Lions Gate Hospital Foundation and mentoring with Junior Achievement British Columbia. He currently sits on the Board of the Greater Vancouver chapter of Advocis, The Financial Advisors Association of Canada. Michael also supports several local and national charities, and has spoken on the topics of charitable giving and financial planning strategies.
Michael is married with three sons and in his spare time enjoys skiing, hockey, golf, and boating.
Professional memberships and affiliations:
- The Financial Advisors Association of Canada (Advocis)
- Financial Planners Standards Council (FPSC)
- Conference for Advanced Life Underwriting (CALU)